Award Criteria and Disclosures

Washingtonian Awards (multiple years)

Award recipients are selected by their peers. The Washingtonian editorial team sends out a survey at random with its peer nomination. Financial advisors who receive the most peer votes are listed in the award publication.

Advisors do not pay a fee to be considered or awarded. Advisors may purchase plaques and marketing materials after receiving an award. SageVest participates in such options.

Northern Virginia Magazine Awards (multiple years)

Award recipients are selected by their peers. The Northern Virginia Magazine sends surveys to areas financial professionals asking them to nominate other experts to whom they would recommend friends and family who need financial planning advice. Those on the list received the most nominations.

Advisors do not pay a fee to be considered or awarded. Advisors may purchase plaques and marketing materials after receiving an award. SageVest participates in such options.

Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. SageVest has participated in such options. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance.

In 2018, 1975 Washington, DC. wealth managers were considered for the award; 100 (5 per cent of the candidates) were named Five Star Wealth Managers.

In 2017, 1,417 Washington, DC wealth managers were considered for the award; 106 (13 percent of the candidates) were named Five Star Wealth Managers.

In 2016, 1,665 Washington DC wealth managers were considered for the award; 208 (13 percent of candidates) were named Five Star Wealth Managers.

In 2015, 1,837 Washington DC wealth managers were considered for the award; 227 (13 percent of candidates) were named Five Star Wealth Managers.

In 2012, 449 Washington DC wealth managers were considered for the award; 97 (approximately 22 percent of the award candidates) were named Five Star Wealth Managers.

* As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony.